Corporate Finance

The Corporate Finance Division offers independent financial consultancy services to entrepreneurs and companies to acquire loans (including those facilitated by current regulations) and treasury management.

The Division assists the client is assisted in their relationship with credit institutions and other financial intermediaries to determine the most effective and efficient financing and treasury investment solutions.

Consultancy services are provided on a fee-only basis, assuring the client of the FIRM’s total independence.

Acquisition of financing

Our financing consulting services are tailor-made to meet the Clients’ specific financing needs. The consulting service is structured as follows:
  • identification of the company’s short, medium and long-term financing needs;
  • choice of the most suitable financing methods and selection of the credit institutions offering the most effective financing packages;
  • assistance in relations with credit institutions and in preparing the documentation and information memoranda to be provided for a successful outcome of the preliminary investigations leading to financing approvals, aiming to obtain the best possible rating for Clients;
  • assistance in defining the economic and guarantee conditions of financing operations and in monitoring their performance;
  • study of the most effective and efficient solutions for financing investment operations of particular importance or of an extraordinary nature, such as acquisitions of real estate, equity investments and business units

Treasury management

Corporate treasury management services are customised according to the time horizon for the use of liquidity, the investment risk profile, and tax and management implications.

The service is carried out as follows:

  • identification of the time horizon and risk profile of investments;
  • definition of the strategic allocation of loans;
  • definition of the characteristics of the financial instruments to be acquired;
  • assistance in the relationship with credit institutions and other financial intermediaries to define the economic conditions of the investment services to be acquired and verify the consistency between the proposed financial instruments and the strategic allocation.